Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership150,671 shares
Latest Disclosed Value $ 46,634,345
Perigon Wealth Management, LLC reports 1.63% decrease in ownership of 1YD / Broadcom Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 150,671 shares of Broadcom Inc. (DE:1YD) valued at $39,762,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 153,175 shares of Broadcom Inc.. This represents a change in shares of -1.63% during the quarter. The current value of the position is $50,949,399 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F BROADCOM COM 11135F101 150,671 -2,504 -1.63 46,634 -12.03 0.8460
2026-01-16 2025-12-31 13F BROADCOM COM 11135F101 153,175 -6,205 -3.89 53,014 0.82 0.9484
2025-10-17 2025-09-30 13F BROADCOM COM 11135F101 159,380 5,685 3.70 52,581 24.11 1.0721
2025-07-16 2025-06-30 13F BROADCOM COM 11135F101 153,695 1,437 0.94 42,366 66.19 0.9894
2025-04-23 2025-03-31 13F BROADCOM COM 11135F101 152,258 -233 -0.15 25,493 -27.13 0.6545
2025-01-22 2024-12-31 13F BROADCOM COM 11135F101 152,491 47,642 45.44 34,983 93.42 0.8593
2024-10-16 2024-09-30 13F BROADCOM COM 11135F101 104,849 94,741 937.29 18,086 11.45 0.4774
2024-08-02 2024-06-30 13F BROADCOM COM 11135F101 10,108 148 1.49 16,229 22.94 0.4703
2024-04-29 2024-03-31 13F BROADCOM COM 11135F101 9,960 60 0.61 13,200 19.45 0.4001
2024-01-29 2023-12-31 13F BROADCOM COM 11135F101 9,900 111 1.13 11,052 35.93 0.3614
2023-10-30 2023-09-30 13F BROADCOM COM 11135F101 9,789 156 1.62 8,131 -2.70 0.3295
2023-08-02 2023-06-30 13F/A-1 BROADCOM COM 11135F101 9,633 4,836 100.81 8,356 171.56 0.3283
2023-08-02 2023-06-30 13F BROADCOM COM 11135F101 9,633 4,836 8,356 0.3283
2023-05-03 2023-03-31 13F BROADCOM COM 11135F101 4,797 35 0.73 3,077 15.59 0.1749
2023-05-01 2022-12-31 13F/A-1 BROADCOM COM 11135F101 4,762 1,199 33.65 2,663 68.27 0.1650
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 4,762 1,199 2,663 0.1651
2022-12-13 2022-09-30 13F BROADCOM COM 11135F101 3,563 -54 -1.49 1,582 -9.96 0.1367
2022-08-11 2022-06-30 13F BROADCOM COM 11135F101 3,617 14 0.39 1,757 -22.57 0.1468
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 3,603 -85 -2.30 2,269 -7.54 0.1603
2022-02-11 2021-12-31 13F BROADCOM COM 11135F101 3,688 380 11.49 2,454 52.99 0.1755
2021-11-01 2021-09-30 13F/A-1 BROADCOM COM 11135F101 3,308 147 4.65 1,604 6.44 0.1392
2021-07-19 2021-06-30 13F BROADCOM COM 11135F101 3,161 200 6.75 1,507 9.76 0.1340
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 2,961 432 17.08 1,373 24.03 0.1400
2021-01-28 2020-12-31 13F BROADCOM COM 11135F101 2,529 403 18.96 1,107 42.84 0.1286
2020-11-03 2020-09-30 13F BROADCOM COM 11135F101 2,126 154 7.81 775 24.60 0.1083
2020-07-29 2020-06-30 13F BROADCOM COM 11135F101 1,972 -346 -14.93 622 5.42 0.0986
2020-04-17 2020-03-31 13F BROADCOM COM 11135F101 2,318 337 17.01 590 -4.99 0.1098
2020-01-13 2019-12-31 13F BROADCOM COM 11135F101 1,981 170 9.39 621 18.06 0.1267
2019-10-25 2019-09-30 13F BROADCOM COM 11135F101 1,811 -7 -0.39 526 0.57 0.1235
2019-08-05 2019-06-30 13F BROADCOM COM 11135F101 1,818 -15 -0.82 523 -8.57 0.1224
2019-05-15 2019-03-31 13F Broadcom Inc Com COM 11135F101 1,833 15 0.83 572 17.45 0.1330
2019-02-11 2018-12-31 13F Broadcom Inc Com COM 11135F101 1,818 -107 -5.56 487 2.53 0.1243
2018-11-13 2018-09-30 13F Broadcom Inc Com COM 11135F101 1,925 -1,596 -45.33 475 -44.38 0.1170
2018-08-09 2018-06-30 13F/A-2 Broadcom Inc Com COM 11135F101 3,521 3,435 3,994.19 854 4,170.00 0.2568
2018-05-14 2018-03-31 13F Broadcom LTD F COM Y09827109 86 1 1.18 20 -9.09 0.0074
2018-02-14 2017-12-31 13F Broadcom LTD F COM Y09827109 85 -4,576 -98.18 22 -98.05 0.0082
2017-12-05 2017-09-30 13F Broadcom LTD F COM Y09827109 4,661 -5,116 -52.33 1,131 -50.37 0.3670
2017-09-12 2017-06-30 13F Broadcom LTD F COM Y09827109 9,777 -327 -3.24 2,279 3.03 0.4958
2017-06-05 2017-03-31 13F Broadcom LTD F COM Y09827109 10,104 10,104 2,212 0.4694
2017-03-07 2016-12-31 13F Broadcom LTD F COM Y09827109 0 -9,690 -100.00 0 -100.00
2016-11-16 2016-09-30 13F Broadcom LTD F COM Y09827109 9,690 -142 -1.44 1,672 9.42 0.4294
2016-08-19 2016-06-30 13F Broadcom LTD F COM Y09827109 9,832 9,832 1,528 0.4061
2016-06-03 2016-03-31 13F Avago Technologies COM Y0486S104 0 -9,162 -100.00 0 -100.00
2016-03-04 2015-12-31 13F Avago Technologies COM Y0486S104 9,162 817 9.79 1,330 27.52 0.3671
2015-12-02 2015-09-30 13F Avago Technologies COM Y0486S104 8,345 108 1.31 1,043 -4.75 0.3095
2015-08-31 2015-06-30 13F Avago Technologies COM Y0486S104 8,237 27 0.33 1,095 4.99 0.2882
2015-05-11 2015-03-31 13F Avago Technologies COM Y0486S104 8,210 4,713 134.77 1,043 196.31 0.2860
2015-02-18 2014-12-31 13F Avago Technologies COM Y0486S104 3,497 3,497 352 0.1058
2014-02-18 2013-12-31 13F BROADCOM COM 11135F101 0 -3,563 -100.00 0 -100.00
2022-11-14 2011-09-30 13F BROADCOM COM 11135F101 3,563 3,563 1,582 0.1367
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.